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Meridian Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Meridian Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Sell
6,696
-94
-1% -$11.3K 0.03% 411
2025
Q4 		$837K Sell
6,790
-195
-3% -$23.9K 0.03% 381
2025
Q3 		$843K Sell
6,985
-190
-3% -$21.9K 0.03% 365
2025
Q2 		$790K Sell
7,175
-420
-6% -$41.6K 0.03% 357
2025
Q1 		$705K Sell
7,595
-300
-4% -$30.2K 0.03% 351
2024
Q4 		$802K Sell
7,895
-113
-1% -$11.3K 0.04% 330
2024
Q3 		$767K Buy
+8,008
New +$739K 0.04% 333
2024
Q2 		– Sell
-8,703
Closed -$735K – 415
2024
Q1 		$735K Sell
8,703
-207
-2% -$16.6K 0.12% 109
2023
Q4 		$669K Sell
8,910
-5,544
-38% -$395K 0.04% 329
2023
Q3 		$989K Buy
14,454
+3,749
+35% +$265K 0.06% 235
2023
Q2 		$755K Sell
10,705
-40,959
-79% -$2.71M 0.06% 244
2023
Q1 		$3.3M Sell
51,664
-461
-0.9% -$28.2K 0.29% 82
2022
Q4 		$3.05M Sell
52,125
-2,617
-5% -$157K 0.3% 73
2022
Q3 		$3.17M Sell
54,742
-3,927
-7% -$255K 0.34% 66
2022
Q2 		$3.54M Buy
58,669
+1,812
+3% +$120K 0.29% 87
2022
Q1 		$4.34M Sell
56,857
-1,455
-2% -$109K 0.47% 36
2021
Q4 		$4.88M Buy
58,312
+101
+0.2% +$8.14K 0.52% 35
2021
Q3 		$4.3M Sell
58,211
-4,476
-7% -$341K 0.53% 35
2021
Q2 		$4.56M Sell
62,687
-386
-0.6% -$26.7K 0.58% 34
2021
Q1 		$4.11M Sell
63,073
-1,507
-2% -$97.4K 0.6% 31
2020
Q4 		$4.12M Buy
64,580
+47,964
+289% +$2.91M 0.65% 31
2020
Q3 		$960K Buy
+16,616
New +$940K 0.24% 90
2019
Q3 		– Sell
-756
Closed -$338 – 338
2019
Q2 		$338 Buy
+756
New +$33.2K 0.01% 439

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Meridian Wealth Management's IVW Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.4% in Q1 2026, selling an estimated $11.3K and leaving 6,696 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #411.

Meridian Wealth Management first reported a position in IVW in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.88M in Q4 2021. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Meridian Wealth Management held 6,696 shares of iShares S&P 500 Growth ETF worth $757K as of Q1 2026.
  • Meridian Wealth Management sold 94 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $11.3K.
  • iShares S&P 500 Growth ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #411 holding.
  • Meridian Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2019 and has held it in 23 quarters since.
  • Meridian Wealth Management's iShares S&P 500 Growth ETF position peaked at $4.88M in Q4 2021.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.